reports
- Pierre FerraguÊ
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Powered by 5th Gen AMD EPYC CPUs, Oracle Cloud Infrastructure Compute ...
Powered by 5th Gen AMD EPYC CPUs, Oracle Cloud Infrastructure Compute E6 Shapes Deliver Breakthrough Cloud Performance and Efficiency — Leading cloud services providers expand their adoption of EPYC CPUs to meet growing public cloud demand — SANTA CLARA, Calif., March 31, 2025 (GLOBE NEWSWIRE) -- Today, (NASDAQ: AMD) announced 5th Gen AMD EPYC™ processors power the Oracle Cloud Infrastructure (OCI) Compute E6 Standard shapes. 5th Gen AMD EPYC processors, the world’s best server CPUs for enterprise, AI and cloud1, enable OCI Compute E6 shapes to deliver up to a 2X increase in cost to per...
AMD Completes Acquisition of ZT Systems
AMD Completes Acquisition of ZT Systems Strategic transaction combines industry-leading systems and rack-level expertise with AMD GPU, CPU and networking silicon and open-source software to address the $500 billion data center AI accelerator opportunity in 2028 SANTA CLARA, Calif., March 31, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: AMD) today announced the completion of its acquisition of ZT Systems, a leading provider of AI and general-purpose compute infrastructure for the world’s largest hyperscale providers. The acquisition will enable a new class of end-to-end AI solutions based on the c...
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
KBH KB HOME
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
PLTK UNITY SOFTWARE
RBLX PLAYTIKA HOLDING
STX ROBLOX
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
BROS GLOBALFOUNDRIES INC
DDI DUTCH BROS INC
SKLZ DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
INC.
- Jan Frederik Slijkerman
TMT hybrids offer good value/Look for quality in the belly of the curv...
In this report we evaluate spreads in the TMT hybrids space. As the credit space still looks relatively well bid, TMT hybrid yields offer an attractive opportunity with yields above 3.5%. Higher quality TMT hybrids or lower duration TMT hybrids look most attractive from a relative value standpoint, such as the Telia, Orange and KPN hybrids. The risk/return perspective of the Infineon hybrid note looks unattractive.
- Pierre FerraguÊ
Intel Vision: Where do we stand? What matters?
A last note from us, before we call it a week. Intel Vision next week will feature the first keynote of Lip-Bu Tan, the incoming CEO. We take the opportunity to review where things stand and options ahead. Please follow the link below - an easy read for your weekend!
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRNT VERINT SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
TMC INC.
YOU THE METALS COMPANY INC
TYRA CLEAR SECURE INC
EWTX TYRA BIOSCIENCES INC
SYRE EDGEWISE THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
ARC-AGI-2: Pushing the measure of intelligence beyond test-time comput...
The ARC team has announced ARC-AGI-2 and published initial benchmarking results, after ARC-AGI-1 got saturated by o3. The race to AGI is reset. Fascinating. For what all investors need to understand about the most important benchmark of the industry, summarized on a single slide, see the attached article.
- Pierre FerraguÊ
AI infrastructure growth, 2024-2027: Who wins inside the chip?
Nvidia’s updated GPU roadmap provided some good visibility on how the macro-architecture of GPUs will evolve until 2027. To see the implications for key players supplying the chips’ bill of material, summarized on a single slide, see the article attached.
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